Richard Wait
RSW Wealth Management · Reno, Nevada
Richard Wait is a fee-only financial advisor at RSW Wealth Management in Reno, Nevada. RSW Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RSW Wealth Management |
|---|---|
| Based in | Reno, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.0M across 77 accounts |
| SEC registration | Investment adviser representative in NV · CRD 5781906 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rswwealth.com |
| Profile |
How Richard's firm compares
- RSW Wealth Management's average account is about $663,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Richard
Is Richard Wait a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and RSW Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, RSW Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Wait based?
Richard Wait is based in Reno, Nevada.
Is Richard Wait registered with the SEC?
Yes. Richard Wait is registered as an investment adviser representative in NV (CRD 5781906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RSW Wealth Management manage?
RSW Wealth Management reports $51.0M across 77 accounts in assets under management.
How do I contact Richard Wait?
Through Richard's website, www.rswwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Reno
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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